Senior Account Manager – Advanced Industries Practice

🕒 Junho 1

⛰️ Colorado – Remoto

⛰️ Colorado – Remote

💵 $74.000 - $112.000 / ano

⏰ Tempo Integral

🟠 Sênior

💰 Gerente de Contas

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IMA Financial Group, Inc.

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

Fundada em 1980

💸 Finanças

🏢 Corporativo

💰 Private Equity Round em 2020-11

Finance • Insurance • Enterprise

IMA Financial Group, Inc. é uma empresa diversificada de serviços financeiros e de seguros que oferece soluções de seguros especializadas para diversos setores, incluindo agronegócio, construção, risco digital, educação, energia, saúde, hospitalidade, ciências da vida, manufatura, marítimo, private equity, imóveis e tecnologia. A empresa oferece uma ampla gama de serviços de seguros, como seguros empresariais, benefícios para empregados, seguros pessoais, soluções para aposentadoria, seguros atacadistas, gestão de patrimônio e muito mais. A IMA é comprometida com a proteção de ativos e a antecipação de desafios, garantindo que os clientes estejam preparados para o futuro. Ela enfatiza o impacto na comunidade, a filantropia e soluções centradas no cliente, apoiando tanto a inovação quanto a melhoria comunitária.

Descrição

• Own day-to-day service and renewal outcomes for an assigned book (higher-complexity accounts and/or larger moderate portfolios; $1.5–$3.0M), driving responsiveness, issue resolution, and clean escalation to the Account Executive/Producer. • Lead renewal execution end-to-end: timeline governance, exposure/loss updates, submissions, quote analysis, and client-ready deliverables with high accuracy and minimal rework. • Manage carrier engagement and follow-up; negotiate routine terms within delegated authority; escalate strategic decisions with clear options and recommendations. • Lead portions of client meetings and technical discussions within delegated authority; translate analysis into clear decisions, next steps, and renewal narratives aligned to Account Executive/Producer strategy. • Support growth by partnering on new business pursuits and onboarding, contributing technical/program content and ensuring clean operational handoffs for complex accounts. • Oversee post-bind servicing and documentation integrity: endorsements, certificates (incl. templates/approvals), surplus lines support, premium allocations, basic contract insurance requirement reviews, and audit/discrepancy resolution; delegate to COE as appropriate and validate outputs. • Lead complex servicing deliverables (and delegate where appropriate), including premium allocations, surplus lines/certificate templates and approvals, on-demand certificates, basic contract insurance requirement reviews, endorsements, discrepancy resolution, and audit review for expired and/or non-renewed policies. • Mentor Account Managers and reinforce quality-control standards; share best practices and lead process improvements (may serve as a team lead/SME). • Maintain technical expertise through ongoing education/credentials and stay current on market and product changes.

🎯 Requisitos

• 7+ years of commercial insurance experience; Advanced Industries and/or specialty experience preferred. • Demonstrated ability to run multiple complex renewals at once: prioritize work, coordinate owners, and deliver on deadlines with high accuracy. • Strong communication and judgment; able to lead technical discussions, translate trade-offs into decisions, and drive outcomes within delegated authority. • Ability to build trusted client and underwriter relationships and resolve escalations with professionalism and urgency. • Effective delegation to COE/service partners with consistent quality control and documentation standards. • Advanced commercial lines technical proficiency; able to identify coverage/structure issues and develop options to support Account Executive decisions. • Proficiency in AMS/Epic (or similar) with strong data integrity and workflow discipline. • Proficiency with Microsoft Office (Excel, PowerPoint, Outlook, and Word). • Travel up to 30% (varies by book of business and industry), including carrier and client meetings. • Active state property & casualty insurance license. • ARM, CPCU, and/or other relevant specialty designations (completed or in progress).

🏖️ Benefícios

• Annual Performance Bonus • Stock Purchase • Medical Plans • Prescription Drugs • Dental • Vision • Family Assistance Program • FSA • HSA • Pre-Tax Parking Plan • 401(k) • Life/AD&D • Accident • Critical Illness • Hospital Indemnity • Long Term Care • Short-term Disability • Long-term Disability • Business Travel Accident • Identity Theft • Paid Time Off • Flexible Work Options • Paid Holidays • Sabbatical • Gift Matching • Well-Being Stipend • Personal and Professional Development